Departing USA Tax Review

 

Our Departing USA Tax Review provides high-level international tax advice to Americans who are moving abroad to live and work for the first time.

Key areas covered in the Departing USA Tax Review include:

  • Advice regarding how your change of tax residence impacts your assets
  • What tax obligations you will have while living abroad
  • How your house, investment properties or financial investments are treated when you leave the USA
  • “Exit taxes” and unexpected tax consequences from your move

If you are planning a move overseas, then now is the time to book a tax review. Being prepared helps you make effective decisions regarding timing options, asset holdings, and maintaining US investments.

 
 

HOW WE DELIVER THE DEPARTING USA TAX REVIEW

 
 

FIND THE FACTS


We start by asking you to fill in our Fact Finder. In the Fact Finder, you will specify your financial goals as well as your financial situation, which includes your assets and investments and how they are owned.

 

MEET WITH US


Once we have reviewed your Fact Finder, one of our tax advisors will meet with you to address your individual situation and explain possible tax strategies, opportunities and risks which may apply to you.

 

ADVICE SUMMARY


After your Tax Review meeting, our tax advisors will prepare a written summary, including the issues explained in your meeting and any necessary additional work or action points required.

 

MAKE INTRODUCTIONS


We will highlight any areas which require further advice from a tax specialist in the country you are moving to. Leveraging our international network we can introduce you to local specialists in the country you are moving to to assist.

 

TAX OBLIGATIONS


In preparing your tax and providing specialist advice, we get to understand your tax situation in depth. Therefore, going forward we are best able to assist with your ongoing tax obligations in the US, if you decide to appoint us your tax agent.

 

LEAVE THE USA WITH CONFIDENCE THAT YOUR TAX AFFAIRS ARE IN ORDER

Talk to us before you make the move. We will help you make the plans and preparations needed to stay on top of your tax obligations and manage the tax consequences of your move.

CONTACT US TODAY
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ADDITIONAL SERVICES WE CAN HELP YOU WITH

 
 

TAX PREPARATION


We provide assistance for all your individual tax return needs. This includes preparing and lodging your Individual State and Federal tax returns, including Forms 1040 and 1040NR.

 

GIVING UP CITIZENSHIP OR GREEN CARD


Those wishing to give up their American citizenship or green card have specific tax obligations that need to be met. As specialists in international taxation we will assess your situation and explain your obligations.

 

CUSTOM ADVISORY


A custom tax strategy is prepared for your goals and needs when you engage us for custom advisory services. We begin with helping you understand the facts of your current situation, assessing your goals, and providing you with clear advice regarding your opportunities, risks, and relevant strategies.

 

WE GIVE YOU PEACE OF MIND

As international tax specialists we are well-aware of the wide range of requirements involved in making a move across borders. Contact us for assistance with additional services to assist you with a smooth transition to your new home.

CONTACT US TODAY
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NEWS AND UPDATES

 

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